MIM
EFA icon

Miller Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Miller Investment Management’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$63.3M Sell
652,026
-63,936
-9% -$6.4M 6.29% 6
2025
Q4 		$68.8M Sell
715,962
-101,978
-12% -$9.67M 6.71% 6
2025
Q3 		$76.4M Sell
817,940
-2,430
-0.3% -$221K 7.67% 4
2025
Q2 		$73.3M Sell
820,370
-9,334
-1% -$797K 7.7% 4
2025
Q1 		$67.8M Sell
829,704
-914
-0.1% -$73.7K 7.5% 4
2024
Q4 		$62.8M Sell
830,618
-55,457
-6% -$4.39M 6.87% 4
2024
Q3 		$74.1M Buy
886,075
+58,569
+7% +$4.71M 7.72% 4
2024
Q2 		$64.8M Buy
827,506
+57,830
+8% +$4.58M 7.74% 3
2024
Q1 		$61.5M Buy
769,676
+6,540
+0.9% +$500K 7.85% 3
2023
Q4 		$57.5M Sell
763,136
-5,569
-0.7% -$394K 8.18% 3
2023
Q3 		$53M Buy
768,705
+2,568
+0.3% +$184K 8.34% 3
2023
Q2 		$55.5M Buy
766,137
+392
+0.1% +$28.5K 8.47% 3
2023
Q1 		$54.8M Sell
765,745
-7,315
-0.9% -$512K 9.04% 2
2022
Q4 		$50.7M Buy
773,060
+766,420
+11,542% +$48M 8.64% 2
2022
Q3 		$372K Buy
+6,640
New +$414K 0.08% 75

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Miller Investment Management's EFA Position: Q1 2026 in Review

Miller Investment Management reduced its iShares MSCI EAFE ETF (EFA) stake by 8.9% in Q1 2026, selling an estimated $6.4M and leaving 652,026 shares worth $63.3M. The position accounts for 6.29% of the portfolio, ranked #6.

Miller Investment Management first reported a position in EFA in Q3 2022 and has held it in 15 quarters since. The position peaked at $76.4M in Q3 2025. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Miller Investment Management held 652,026 shares of iShares MSCI EAFE ETF worth $63.3M as of Q1 2026.
  • Miller Investment Management sold 63,936 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $6.4M.
  • iShares MSCI EAFE ETF made up 6.29% of Miller Investment Management's portfolio in Q1 2026, its #6 holding.
  • Miller Investment Management first reported a position in iShares MSCI EAFE ETF in Q3 2022 and has held it in 15 quarters since.
  • Miller Investment Management's iShares MSCI EAFE ETF position peaked at $76.4M in Q3 2025.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.